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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,580 | $72,071+131.1% | $68,368+143.7% | $137,256+21.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 16.28% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $757 | $2,788-72.8% | $2,649-71.4% | $4,156-81.8% |
| Participant deferral / active EE | $3,340 | $4,410-24.3% | $4,123-19.0% | $6,407-47.9% |
| Admin fee / account holder | $1,241 | $5,336-76.7% | $5,150-75.9% | $12,270-89.9% |